Universal Banker- Sag Harbor

About the role

Sag Harbor, NY
Salary Range: $21.98/hr - $32.97/hr
Hiring immediately.
$2,000 new hire sign-on bonus!

Responsibilities

• Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.
• Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
• Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
• Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
• Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
• Aid in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
• Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
• Accurately new account record keeping practices and perform timely follow-up as needed.
• Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.
• Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
• Aid in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
• Perform additional duties as requested.

Requirements

• High School Diploma or GED required.
• At least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
• Prior experience in fostering and developing strong customer relationships.
• Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
• Display willingness to be cross trained in other branch functions.
• Excellent problem-solving skills with the ability to provide solutions to customer issues.
• Present a confident, professional, and positive demeanor to customers.
• Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
• Strong organizational skills and detailed oriented.
• Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).
• Display sound judgment and discretion when utilizing confidential information.

Skills

• General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
• Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
• Display willingness to be cross trained in other branch functions.
• Excellent problem-solving skills with the ability to provide solutions to customer issues.
• Present a confident, professional, and positive demeanor to customers.
• Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
• Strong organizational skills and detailed oriented.
• Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).

Benefits

• $2,000 sign-on bonus payable after completing 6 months of employment.
• Excellent starting salary plus incentives.
• Comprehensive employee benefits package, including medical, dental, vision, pre-tax transit, health and life and disability insurance.
• Paid vacation time, sick time and 11 company paid holidays.
• Up to 401k (with up to 4% match).
• Up to $5,250 tuition reimbursement.

Pay

Salary Range: $21.98/hr - $32.97/hr

Schedule

Hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level.